crh_55 avatar

crh_55
🇬🇧 Value ETF Investor.
2 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
August 7, 2023
Lowest Cash
April 11, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
27 instruments
September 10, 2024
Least Diversified
0 instruments
August 7, 2023
Average
15.5 instruments

Most Consistent Holdings

Top 5

avatarSEDG
99.65%
avatarENPH
99.65%
avatarALB
94.63%
avatarSQM
92.53%
avatarFIVN
69.66%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
April 11, 2024
Lowest Exposure
August 7, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
12.55%
Health Technology
10.11%
Technology Services
6.6%
Retail Trade
6.01%
Process Industries
5.63%

Top Countries

Top 5

🇺🇸United States
41.47%
🇨🇳China
4.79%
🇨🇱Chile
3.08%
🇬🇧United Kingdom
1.96%
🇸🇬Singapore
1.24%

Holdings over time

(Since August 7, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
12.55%2.21%43.99%-
SQMSQM (SQM)
3.08%0%92.53%11/17/2025
EnphaseEnphase (ENPH)
2.82%0.83%99.65%-
Royalty PharmaRoyalty Pharma (RPRX)
2.68%0%56.59%1/10/2025
AlbemarleAlbemarle (ALB)
2.55%2.83%94.63%-
PaycomPaycom (PAYC)
2.51%0%69.31%5/16/2025
Permian ResourcesPermian Resources (PR)
2.43%3.19%67.21%-
InsuletInsulet (PODD)
2.05%0%43.76%9/4/2024
IlluminaIllumina (ILMN)
2.04%0%42.59%9/27/2024
British American TobaccoBritish American Tobacco (BTI)
1.96%0%39.32%7/25/2024
AESAES (AES)
1.51%0%30.57%5/9/2024
ModernaModerna (MRNA)
1.48%0%30.81%5/2/2024
ResMedResMed (RMD)
1.39%0%30.11%4/26/2024
CelsiusCelsius (CELH)
1.36%0%50.41%8/20/2025
Delek USDelek US (DK)
1.35%0%36.64%6/16/2025
PayPalPayPal (PYPL)
1.34%0%24.15%4/24/2024
ChewyChewy (CHWY)
1.28%0%36.06%6/27/2024
JD.comJD.com (JD.US)
1.26%0%28.47%5/17/2024
SeaSea (SE)
1.24%0%22.4%2/28/2024
SolarEdgeSolarEdge (SEDG)
1.24%0.58%99.65%-
IntelliaIntellia (NTLA)
1.19%0%50.29%10/8/2025
AlibabaAlibaba (BABA)
0.93%0%18.32%5/6/2024
DisneyDisney (DIS)
0.93%0%15.4%2/8/2024
Charles SchwabCharles Schwab (SCHW)
0.9%0%21%11/11/2024
ZTO ExpressZTO Express (ZTO)
0.88%0%18.79%5/16/2024
IFFIFF (IFF)
0.84%0%14.35%12/14/2023
ExxonMobilExxonMobil (XOM)
0.83%0%18.09%10/1/2024
HuazhuHuazhu (HTHT)
0.78%0%14.47%4/24/2024
Yum ChinaYum China (YUMC)
0.65%0%11.67%4/26/2024
Western MidstreamWestern Midstream (WES)
0.55%0%12.72%11/29/2024
DoubleVerifyDoubleVerify (DV)
0.55%0%13.19%11/12/2024
Sprout SocialSprout Social (SPT)
0.54%0%13.42%11/25/2024
Arcadium Lithium PlcArcadium Lithium Plc (ALTM)
0.54%0%17.04%10/9/2024
HashiCorpHashiCorp (HCP.US)
0.54%0%12.02%12/18/2024
BeiGeneBeiGene (ONC)
0.51%0%9.57%5/2/2024
Five9Five9 (FIVN)
0.5%0.38%69.66%-
OPENLANEOPENLANE (KAR)
0.49%0%11.67%11/7/2024
Dollar GeneralDollar General (DG.US)
0.48%0%7.93%12/4/2023
ALLETEALLETE (ALE)
0.47%0%10.27%11/11/2024
AutoNationAutoNation (AN)
0.46%0%9.33%7/15/2024
QualysQualys (QLYS)
0.45%0%11.55%11/6/2024
Block Inc.Block Inc. (XYZ)
0.43%0%8.05%11/28/2023
EssentEssent (ESNT)
0.43%0%8.75%7/15/2024
ExelixisExelixis (EXEL)
0.42%0%9.33%10/15/2024
ZomedicaZomedica (ZOMDF)
0.42%0%10.85%11/13/2024
Ensign GroupEnsign Group (ENSG)
0.37%0%7.58%7/11/2024
Western AllianceWestern Alliance (WAL)
0.34%0%7.35%7/16/2024
Rhythm PharmaceuticalsRhythm Pharmaceuticals (RYTM)
0.31%0%7%9/19/2024
KE HoldingsKE Holdings (BEKE)
0.29%0%5.83%5/2/2024
CloudflareCloudflare (NET)
0.28%0%5.83%6/27/2024
CargurusCargurus (CARG)
0.28%0%6.18%8/23/2024
RingCentralRingCentral (RNG)
0.22%0%5.02%7/26/2024
MetaMeta (META)
0.22%0%4.43%7/5/2024
CarvanaCarvana (CVNA)
0.17%0%3.85%6/25/2024
ExpediaExpedia (EXPE)
0.14%0%2.92%6/12/2024
AffirmAffirm (AFRM)
0.13%0%3.03%6/12/2024
Korn FerryKorn Ferry (KFY)
0.12%0%2.57%7/30/2024
Camping WorldCamping World (CWH)
0.12%0%2.57%9/18/2024
Coca-Cola ConsolidatedCoca-Cola Consolidated (COKE)
0.11%0%2.33%8/1/2024
Marathon PetroleumMarathon Petroleum (MPC)
0.1%0%2.22%7/31/2024
VertexVertex (VRTX)
0.09%0%1.87%5/22/2024
Cerevel TherapeuticsCerevel Therapeutics (CERE)
0.09%0%1.98%8/2/2024
ZionsZions (ZION)
0.09%0%1.75%7/11/2024
BioNTech SEBioNTech SE (BNTX)
0.08%0%1.52%8/22/2023
VeraltoVeralto (VLTO)
0.08%0%1.98%9/26/2024
TeslaTesla (TSLA)
0.08%0%2.22%4/29/2024
NYTNYT (NYT)
0.08%0%1.52%5/8/2024
OneWater MarineOneWater Marine (ONEW)
0.06%0%1.28%7/16/2024
Triumph GroupTriumph Group (TGI)
0.05%0%1.28%7/16/2024
CharterCharter (CHTR)
0.05%0%1.05%5/8/2024
NkartaNkarta (NKTX)
0.03%0%0.82%8/14/2024
IridiumIridium (IRDM)
0.03%0%0.7%7/23/2024
CrocsCrocs (CROX)
0.02%0%0.47%5/10/2024
Marathon DigitalMarathon Digital (MARA)
0.02%0%0.35%7/1/2024
Grail IncGrail Inc (GRAL)
0%0%2.45%7/17/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
17.68%20.41%
Royalty PharmaRoyalty Pharma (RPRX)
3.69%3.86%
Delek USDelek US (DK)
3.63%3.81%
Permian ResourcesPermian Resources (PR)
3.69%3.75%
PaycomPaycom (PAYC)
3.69%3.47%
SQMSQM (SQM)
3.69%2.63%
AlbemarleAlbemarle (ALB)
3.69%2.17%
EnphaseEnphase (ENPH)
3.69%2.14%
IntelliaIntellia (NTLA)
3.69%2.11%
CelsiusCelsius (CELH)
3.69%1.9%
Five9Five9 (FIVN)
1.11%0.89%
SolarEdgeSolarEdge (SEDG)
3.69%0.33%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments